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RSEBX vs TAVFX
RSEBX vs TAVFX Comparison
Open Charts RSEBX vs TAVFX
American Funds SMALLCAP World R2E
Price$70.11
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets79.08B
Third Avenue Value Instl
Price$67.55
Change+$0.46 (+0.69%)
VolumeN/A
Net Assets733.15M
RSEBX vs TAVFX Comparison Chart in %
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RSEBX vs. TAVFX commentary
Aug 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RSEBX is a Buy and TAVFX is a Buy.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 79.1B vs. TAVFX (733M). TAVFX pays higher dividends than RSEBX: TAVFX (2.30) vs RSEBX (0.23). RSEBX was incepted earlier than TAVFX: RSEBX (11 years) vs TAVFX (35 years). RSEBX (1.45) is less costly to investors than TAVFX (1.19). RSEBX is a more actively managed with annual turnover of: 32.00 vs. TAVFX (18.00). RSEBX has a lower initial minimum investment than TAVFX: RSEBX (250) vs TAVFX (10000). RSEBX annual gain was more profitable for investors over the last year : 13.43 vs. TAVFX (3.69). TAVFX return over 5 years is better than : 132.25 vs. RSEBX (10.87).
| RSEBX | TAVFX | RSEBX / TAVFX | |
| Total Expense Ratio | 1.45 | 1.19 | 122% |
| Annual Report Gross Expense Ratio | 1.45 | 1.19 | 122% |
| Fund Existence | 11 years | 35 years | - |
| Gain YTD | 7.850 | 16.314 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 733M | 10,791% |
| Annual Yield % from dividends | 0.23 | 2.30 | 10% |
| Returns for 1 year | 13.43 | 3.69 | 364% |
| Returns for 3 years | 21.95 | 40.09 | 55% |
| Returns for 5 years | 10.87 | 132.25 | 8% |
| Returns for 10 years | 42.72 | 43.39 | 98% |
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